Datalign Advisory’s Post

"There are experts that specialize in a range of financial situations – and no one should feel intimidated to seek help," our CEO Satayan Mahajan told U.S. News & World Report. Thirty million Americans are retiring between now and 2030. Read the article from Jessica Walrack for Satayan's tips on how to avoid 4 #FinancialManagement disasters that come with aging. https://bit.ly/3xzkuJU Thank you to the team at U.S. News & World Report for the chance to share our passions to connect consumers to valuable financial advice.

🚀 Exciting times ahead! Thanks to Jon Chesto for profiling Datalign CEO Satayan Mahajan in today's Boston Globe Media. From our recent spinout from Cogo Labs to our ambitious plans for fund-raising in the next few years, we're on a robust trajectory to make a mark on the FinTech landscape. Read more: https://lnkd.in/gHR_H6qG #fintech #wealthmanagement #datalignadvisory  

Come work with us! We're on the hunt for a senior full stack engineer with some pretty unique skills! Please do contact Ulrike (Ulli) Klein, Datalign's Chief of Staff or Autumn Patterson, Datalign's Head of Engineering, if you want to learn more about this position! Check out the job listing here: https://lnkd.in/ephyw8wY

Yay! :)

This is so exciting!

Great news right before the weekend: we were named a finalist for the RIA Intel Awards' Most Innovative Technology Provider category! Honored to be have been selected out of over 300 submissions! https://lnkd.in/ez7D_F35 

Thanks to Michael Kitces for including us in the March #AdvisorTech issue! We know that organic growth continues to be a challenge for advisors. That's why we’re focused on quality over quantity—and why our close rate of nearly 20% markedly outpaces industry averages. We’re looking forward to what year three of our company has in store for our clients, partners, and the industry! Satayan Mahajan Hilary Malecha John Wernz #wealthtech #rias #datalignadvisory

Thanks to WealthManagement.com and Davis Janowski for the coverage of our achievements. It's been an exciting two years of growth and innovation for us! Our goal has always been to transform the advisory landscape with technology that prioritizes quality and compatibility over quantity -- for both consumers and advisory firms alike. Satayan Mahajan Hilary Malecha John Wernz

It’s hard to believe that today is our 2-year anniversary 🎂 —time flies when you’re having fun! What better way to celebrate than by *officially* welcoming our CEO, Satayan Mahajan to the Datalign team! 👋🏼 With Satayan at the helm, we’re so excited to continue to scale, expand our AI offerings, and continue creating deep, meaningful connections between individuals and their advisors to help them reach their financial goals. 🏆 In our second year, we continued to redesign the consumer and advisor experience, creating a seamless match-making process for individuals in search of the perfect advisory firm tailored to their unique needs. With a nearly 20% conversion rate, firms successfully converted $2.8bn to AUM—markedly outperforming the industry average. 🚀 Check out our latest announcement to learn more: https://lnkd.in/ga3BUJnu Hilary Malecha John Wernz David Blundin #financialadvice #personalfinance #organicgrowth #wealthtech #fintech #martech #datalignadvisory